To determine your maximum annual contribution allowance for your HSA Checking Account, you will need the information:
- Medicare Filing Date (if applicable)
- Full Disability Filing Date (if applicable)
- HDHP Plan Type (single/family)
- Family Annual (umbrella Deductible)
- Family Member Individual Annual (embedded) Deductible
- Individual Annual Deductible
- Number of Family Members Covered (if embedded deductible)
- HDHP Policy Start Date
Your eligibility for an HSA is based on a number of factors and set forth by the IRS, and HVCU is not qualified to make such a determination. For more in-depth information on HSAs regarding eligibility, specific income and contribution limits, tax filing, forms, and a number of helpful tips, calculators and more, visit the IRS website. If you need assistance determining eligibility to open and contribute to an HSA, please consult your tax advisor.